Advisor Marketing Made Simple

Advice Line: Building A Marketing Funnel For Your Niche Practice (Scott Campbell)


Listen Later

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply

————

Are you a financial advisor specializing in a niche practice but struggling to attract qualified prospects? Do you feel like your firm is the "best kept secret" despite having excellent client retention?

In this LIVE "Advice Line" episode, financial advisor Scott Campbell joins us to troubleshoot his marketing funnel challenges. Scott's firm, Align Wealth, serves chiropractors with thriving practices, but he's struggling to scale beyond referrals. We analyze his current marketing efforts and provide actionable strategies to help him attract more ideal prospects.

Key questions we answer include:

► How can I build an effective marketing funnel to attract more qualified chiropractor prospects?

► Should I focus on short-form video, podcasting, or referral marketing to grow my practice?

► How can I make my content more specific to resonate with my ideal clients?

Whether you serve chiropractors or another niche, this episode illuminates the importance of creating highly targeted content that speaks directly to your ideal clients' unique pain points and challenges.

Listen in as we help Scott transform his marketing approach to convert more prospects into clients.

Resources: 

  • Join Our Newsletter
  • Apply Here To Be On The Show: Get Your Marketing Questions Answered
  • Align Wealth (Scott’s firm)
  • The Millionaire Chiropractor Next Door (Free, downloadable guide from Align Wealth)
  • The One-Page Financial Plan: A Simple Way to Be Smart About Your Money by Carl Richards
  • Dan Allison (CEO of the Feedback Marketing Group and referral marketing expert) 
  • N2 Communications (Short-form video agency) 
  • 20/20 Money Podcast by Adam Cmejla

...more
View all episodesView all episodes
Download on the App Store

Advisor Marketing Made SimpleBy Taylor Schulte and Kendra Wright

  • 5
  • 5
  • 5
  • 5
  • 5

5

25 ratings


More shows like Advisor Marketing Made Simple

View all
Behind The Advisor by XYPN

Behind The Advisor

139 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

195 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

797 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

667 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,011 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

462 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

453 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,116 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

247 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

107 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

150 Listeners

The Advisor Journey by Altruist

The Advisor Journey

24 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

132 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

1,036 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

145 Listeners